Meet the Team

We are a bunch of wealth-tech enthusiasts with a common goal of making portfolio management and financial planning tools accessible to all.

Ryan Tristan Chiu

 Digital Media & Software Developer

Pauline Shum Nolan, PhD

Co-Founder & CEO

Bruce Seago, MBA

CFO & Business Strategy

Simiao Zhou, PhD, CFA

Director of Research &

Senior Software Developer

Ryan Tristan Chiu, BAH

Software Developer & Digital Media

Armaan Zaffino, BBA

Product and Client Success Manager

Magda Kajo

Digital Marketing and Sales Associate

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Daniel Laufer
Full-Stack Software Developer 

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Pauline Shum Nolan, PhD

Founder & CEO

Eddie Wang, MSc

Front-end Software Developer


Preet Banerjee, MSc

Director & Partner

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WPA20 - Finalist__The IFSE Institute Awa